Best Practice for Maintaining Sheets That Contain Filtered Data From Another Sheet

g2smsht

I am importing a Jira project using the Jira Connector, into a single "tracking" sheet, from which I am trying to automate the creation and updating of "tracking" sheets built from rows based on filtered subsets of the import "tracking" sheet (i.e. the import sheet contains data from multiple accounts and I want to extract the data from each account into separate account-specific sheets). I have been able to sort of achieve this, by using automation, but it appends the same data each time it runs, rather than changing existing data, or only adding new data. I basically want to overwrite the existing destination sheet when the automation runs.

Is there a better way to achieve this than using automation?

Thanks!

Gary

Philip Robbins

Hi @g2smsht,

I'd say you have two options here. The 'right' approach would be to use a combination of Data Shuttle and Data Mesh to first add new entries to your account specific sheets, then to sync the updated data based on the Jira issue key.

If you don't have access to either app, then you could add some helper columns to your Jira sync sheet and create a column that does a sequential count from top to bottom of the number of rows relating to each account. Then, in your account sheets, you sequentially number your rows and then use lookups to pull the row data based on the number and the account.